James Owen Collier

Current Employers

Employment History

• 05/2015 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2007 → Present
  James Collier-Insurance
  Lancaster, PA

Previous Registrations

• 2015-05-19 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-09-14 → 2015-05-26
  Equitable Advisors, Llc
  Lancaster, PA

Other Businesses

1) DBA TEACHER BENEFIT STRATEGIES, LLC. INDEPENDENT INSURANCE AGENT. INSURANCE SALES. 10 HOURS DEVOTED PER MONTH, 10 HOURS DURING TRADING HOURS. NOT SECURITIES RELATED. 2) AMERICAN PORTFOLIOS ADVISORS, INC. IAR. SECURITIES RELATED. 0% OWNERSHIP. HOURS PER MONTH ARE TO BE DETERMINED 3) SPECIAL NEEDS TRUST F/B/O BROOKS P. TRIMBLE, C/O COLETTE A. LANDIS AND JAMES COLLIER JR. TRUSTEES - TRUSTEE, SECURITIES RELATED, START DATE = 02/2024, 4 HOURS/MONTH, 0 HOURS/MONTH/MARKET HRS 4) DBA TEACHER BENEFIT STRATEGIES, LLC POSITION: Partner NATURE: Marketing and payroll entity. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/24/2011 ADDRESS: 1755 Oregon Pike, STE 100, Lancaster PA 17601, United States DESCRIPTION: Marketing and payroll entity to maintain support staff and branding for investment advisor representatives. 5) DBA TEACHER BENEFIT STRATEGIES, LLC POSITION: Partner NATURE: LLC is a partnership. 6) INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/24/2011 ADDRESS: 1755 Oregon Pike, STE 100, Lancaster PA 17601, United States DESCRIPTION: I am responsible for paying office bills, salaries, etc. I also use this DBA for marketing and branding.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-12

Other Names

• Jimmy Owen Collier
• Jim Owen Collier